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Tortoise North American Pipeline ETF

64 hedge funds and large institutions have $293M invested in Tortoise North American Pipeline ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

39% more capital invested

Capital invested by funds: $210M → $293M (+$82.8M)

11.51% more ownership

Funds ownership: 57.03%68.54% (+12%)

7% more funds holding

Funds holding: 6064 (+4)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
9
Increased
30
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
26
Howard Financial Services
Texas
$2.29M -$901K -46,806 -29%
UAS
27
United Asset Strategies
New York
$1.96M +$997K +51,768 +115%
SCM
28
Sterneck Capital Management
Missouri
$1.68M +$1.59M +82,627 New
QCIG
29
Quad-Cities Investment Group
Iowa
$1.55M +$150K +7,778 +11%
GWM
30
Geneos Wealth Management
Colorado
$1.45M -$16.9K -880 -1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.29M +$70.1K +3,641 +6%
BG
32
Bollard Group
Massachusetts
$1.15M +$1.09M +56,574 New
SCA
33
Stokes Capital Advisors
South Carolina
$1.11M +$92.4K +4,798 +10%
Truist Financial
34
Truist Financial
North Carolina
$1.1M -$206K -10,699 -17%
LPL Financial
35
LPL Financial
California
$1.08M +$120K +6,242 +13%
GRP
36
Global Retirement Partners
California
$874K +$159K +8,258 +24%
WA
37
WealthTrust Axiom
Pennsylvania
$711K +$20.6K +1,071 +3%
SSB
38
Sandy Spring Bank
Maryland
$675K +$31.7K +1,648 +5%
SWP
39
Summit Wealth Partners
Florida
$635K -$56.1K -2,912 -9%
CAL
40
Capital Advisors Ltd
Ohio
$601K +$20.4K +1,061 +4%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$586K +$557K +28,917 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$557K +$110K +5,706 +26%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$531K -$4.29K -223 -0.8%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$374K -$77.4K -4,018 -18%
RJA
45
Raymond James & Associates
Florida
$364K
RFC
46
Regions Financial Corp
Alabama
$359K +$341K +17,700 New
PPP
47
Private Portfolio Partners
New Jersey
$340K -$46.8K -2,432 -13%
WB
48
WesBanco Bank
West Virginia
$318K +$302K +15,695 New
SWM
49
Segment Wealth Management
Texas
$299K
NCM
50
Next Capital Management
New York
$278K

TPYP Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q1 2021, worth a combined $293M — up 39% from $210M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TPYP positions and 5 closed out — a net gain of 4 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Busey Bank, opening a new position worth an estimated $39.4M. The largest seller was RGT Wealth Advisors, cutting an estimated $2.08M.

  • 64 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q1 2021, up from 60 in Q4 2020.
  • Funds reported $293M of Tortoise North American Pipeline ETF stock for Q1 2021, up 39% quarter-over-quarter.
  • 9 funds opened new Tortoise North American Pipeline ETF positions in Q1 2021 and 5 closed out, a net change of +4 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q1 2021 was Busey Bank, an estimated $39.4M added.
  • The largest Tortoise North American Pipeline ETF seller in Q1 2021 was RGT Wealth Advisors, an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2021.